Structure

Just as every family is unique, so is every family office: the structure of any family office will be shaped by the nature of the family and by its individual circumstances.

The creation of a successful family office requires a clear and comprehensive understanding of the family's business and investment holdings, and the key objectives underpinning the family and its enterprises. A thorough awareness of the family's aspirations and vision is also required to create the right structure for it. This may be corporate, a partnership, or a combination of both.

We have many years' experience in tailoring structures to fit individual family's circumstances. In many cases we help clients set up conventional family offices; but we are also involved in forming and advising virtual family offices - working closely with the family's investment advisers, accounting and tax teams and other professionals in order to provide the services of a family office without the expense of full-time staff or office premises.

Recent work

  • Establishing a new UK-based limited partnership for a major global family's family office, to interact with international private trust companies and trust holdings.
  • Setting up more traditional corporate-based family offices in various jurisdictions.
  • Reorganizing the ownership of an established family office through an offshore purpose trust holding structure.
  • Creating a virtual family office for a US family, following the sale of a substantial concentrated stock holding.
  • Creating a single family office for a US family, to manage family business and investment assets, including aircraft and vacation properties.

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